Ryan Donelson is a CFP-designated registered investment advisor, based in Austin, TX, with 28 years of industry experience.
Location
401 Congress Ave, Austin, TX, 78701
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Frost Brokerage Services, INC.Broker
November 2024 - Present · 1 yr 8 mos
Frost Investment Services
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Independent Investment Advisors, INC.
July 2012 - September 2024 · 12 yrs 2 mos
LPL Financial LLC
May 2009 - August 2012 · 3 yrs 3 mos
LPL Financial LLCBroker
May 2009 - August 2012 · 3 yrs 3 mos
Banc of America Investment Services, INC.
August 2006 - May 2009 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
July 2006 - May 2009 · 2 yrs 10 mos
Cantor Fitzgerald & CO.Broker
June 2005 - July 2006 · 1 yr 1 mo
Penson Financial Services, INC.Broker
March 2004 - May 2005 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
July 2002 - April 2004 · 1 yr 9 mos
First Southwest CompanyBroker
April 1999 - August 2002 · 3 yrs 4 mos
Southwest Securities, INC.Broker
April 1997 - March 1999 · 1 yr 11 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.